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Tata Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9406 Cr | ₹8753 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Aug 2007 | 31 Mar 2003 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 73% | 10.69% |
| Expense Ratio | 1.8 | 1.77 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K01247 | INF277K01428 |
| Exits Load | Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.18% | -0.72% |
| 6 Month | 4.34% | 0.3% |
| 1 Year | 2.76% | -0.27% |
| 3 Year | 23.23% | 12.05% |
| 5 Year | 20.12% | 15.53% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.24% | -1.33% |
| 1 Year | 10.56% | 3.62% |
| 3 Year | 21.17% | 9.33% |
| 5 Year | 20.32% | 12.43% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.35% | 15.58% |
| 3 Year | 14.8% | 15.1% |
| 5 Year | 15.04% | 14.59% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.64% | 11.3% |
| Sharp | 1.15% | 0.56% |
| Beta | 1% | 0.89% |
| Alpha | 4.66% | -3.98% |
Fund Managers
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Chandraprakash Padiyar |
| Total AUM | ₹12070 Cr | ₹15627 Cr |
| Funds Managed | 3 | 3 |
| INVESCO INDIA LARGE & MID CAP FUND - Growth | Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 7.94 | 7.33 |
| Large Cap | 29.32 | 45.37 |
| Small Cap | 20.16 | 13.85 |
| Mid Cap | 42.57 | 33.44 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 1.5 | 4.85 |
| Communication Services | 1.61 | 6.35 |
| Consumer Cyclical | 20.42 | 5.3 |
| Healthcare | 18.7 | 3.99 |
| Real Estate | 7.19 | 4.11 |
| Financial Services | 30.26 | 31.62 |
| Technology | 6.01 | 3.29 |
| Basic Materials | 3.15 | 13.83 |
| Industrials | 11.16 | 11.56 |
| Energy | - | 5.01 |
| Consumer Defensive | - | 7.52 |
| Utilities | - | 2.57 |
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